See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,114,232 | $109,413+918.4% | $156,263+613.0% | $84,808+1213.8% |
| Participation rate | 88.0% | 72.7%+15.3pp | 78.9%+9.1pp | 68.3%+19.7pp |
| Annual return | 15.79% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,728 | $2,907-6.2% | $4,333-37.0% | $2,631+3.7% |
| Participant deferral / active EE | $8,865 | $4,590+93.1% | $6,158+43.9% | $4,212+110.5% |
| Admin fee / account holder | $147,990 | $9,357+1481.6% | $14,255+938.2% | $7,344+1915.2% |